Elevate Your Expectations for Your Financial Life

Your future is built on the foundation of the financial choices you make today. Choosing the right team to walk with you through the uncertainties of life isn’t easy. That’s why we built a boutique, client-centric firm that is ready to help you accomplish your goals.

Imagine Your Future Planned Now

Imagine yourself:


On track to meet your goals


Free from concerns over your financial future


Retiring when you want, how you want


Making the most of your wealth now

As a transparent wealth advisor, we strive to help you live the life you want.

About Ascend

Ascend was founded in order to focus solely on the unique concerns of people who value customized wealth management from trusted financial professionals.

Contact Us

Contact us today for a complimentary analysis of your financial journey.


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Schwab is a registered broker-dealer, and is not affiliated with Ascend Financial Consultants or any advisor(s) whose name(s) appear(s) on this website. Ascend Financial Consultants is/are independently owned and operated. [Schwab neither endorses nor recommends Ascend Financial Consultants, unless you have been referred to us through the Schwab Advisor Network®. (This bracketed language is for use by Schwab Advisor Network members only.)] Regardless of any referral or recommendation, Schwab does not endorse or recommend the investment strategy of any advisor. Schwab has agreements with Ascend Financial Consultants under which Schwab provides Ascend Financial Consultants with services related to your account. Schwab does not review the Ascend Financial Consultants website(s), and makes no representation regarding information contained in the Ascend Financial Consultants website, which should not be considered to be either a recommendation by Schwab or a solicitation of any offer to purchase or sell any securities.